Reporting with RMarkdown

1 RMarkdown

Is amazing.

1.1 What can RMarkdown be used for?

1. HTML Reports & PDF Reports
2. HTML Slide Decks & PowerPoint
3. Interactive Dashboards
4. Books with bookdown
5. Websites with blogdown

1.2 Key Resources

• RMarkdown Website with Gallery

• Key Reference: RMarkdown - The Definitive Guide

• PDF Printing Setup: tinytex

# PDF Knitting Setup: https://yihui.name/tinytex/ 
#install.packages("tinytex")
#tinytex::install_tinytex()

2 How Rmarkdown Works

3 Header 1

3.1 Header 2

Header 3

4 Working with Text

Free-form text.

Make text bold.

Make text italics.

Make text bold + italics.

Talk about code - the tidyverse is awesome

Unordered List:

• Item 1

• Item 2

Ordered List:

1. First point

2. Second point

3. More points

5 Tabset

5.1 Tab 1

This is Tab 1

5.2 Tab 2

This is Tab 2

6 Images

NIT Logo

NIT Logo

7 Code

Read in data and print to HTML. Notice effect of df_print: paged option for HTML.

• Try changing to df_print: default, or kable or tibble. PDF prints normally.

• Try changing results = "hide".

# Bike data
bikes_tbl      <- readRDS("01_data/bikes_tbl.rds")
bikeshops_tbl  <- readRDS("01_data/bikeshops_tbl.rds")
orderlines_tbl <- readRDS("01_data/orderlines_tbl.rds")

bike_orderlines_tbl <- orderlines_tbl %>%
    left_join(bikes_tbl,     by = c("product_id" = "bike_id")) %>%
    left_join(bikeshops_tbl, by = c("customer_id" = "bikeshop_id")) %>%
    mutate(total_price = price_euro * quantity)

bike_orderlines_tbl

We can do data manipulations too. Try changing the YAML code_folding option from none to hide to show.

sales_by_category_tbl <- bike_orderlines_tbl %>%
  dplyr::select(category_2, category_1, total_price) %>%
  
  group_by(category_2, category_1) %>%
  summarise(total_revenue = sum(total_price)) %>%
  ungroup() %>%
  
  arrange(desc(total_revenue)) %>%
  mutate(category_2 = as_factor(category_2) %>% fct_rev())

#> `summarise()` has grouped output by 'category_2'. You can override using the
#> `.groups` argument.

8 Plots

Plotting works as expected. Try changin:

• out.height, out.width and Knitting

• Potential gotcha - Interactive plots (e.g. plotly) will not display in PDF

Static Plots:

• Use ggplot2.

g <- sales_by_category_tbl %>%
  ggplot(aes(category_2, total_revenue, fill = category_1)) +
  
  # Geoms
  geom_col() +
  coord_flip() +
  
  # Formatting
  labs(
    title = "Total Revenue by Category",
    x = "", y = "", fill = ""
  )

g

Revenue by Category

Interactive plots:

• Use ggplotly().

# ggplotly(g)

9 Tables

Static Tables:

• knitr package - knitr::kable() - Simple to use, great with PDF
• gt package - Really good for static tables

table_formatted_tbl <- sales_by_category_tbl %>%
  rename_all(.funs = ~ str_replace(., "_", " ") %>%
               str_to_title()) 

table_formatted_tbl %>% knitr::kable()

Category 2	Category 1	Total Revenue
Race	Road	11509156
Trail	Mountain	8644966
Triathlon Bike	Road	5831716
Cross-Country	Mountain	5421144
Endurance	Road	5013423
E-Mountain	E-Bikes	4962946
All-Road	Gravel	3697923
Enduro	Mountain	3156837
City	Hybrid / City	2115482
Cyclocross	Road	1940532
E-Gravel	E-Bikes	1936489
Downhill	Mountain	1803970
E-City	E-Bikes	1509096
E-Trekking	E-Bikes	1500894
E-Fitness	E-Bikes	1039996
Touring	Hybrid / City	877736
Adventure	Gravel	702007
Fat Bikes	Mountain	391654
Dirt Jump	Mountain	371922
E-Road	E-Bikes	2919

Top Bike Categories

Dynamic Tables:

• Can print tables without additional formatting in HTML with the df_print: paged option in YAML
• Potential Gotcha: Note that this will not print with format in PDF

table_formatted_tbl

10 Footnotes

This is some text with a Footnote¹. This is a second Footnote².

NIT Logo NIT Logo Revenue by Category

Footnotes

1. Citation for Footnote 1

2. Citatin for Footnote 2